TEMGX vs. PGVFX
TEMGX (Templeton Global Smaller Companies Fund) and PGVFX (Polaris Global Value Fund) are both Global Equities funds. Over the past 10 years, TEMGX returned 6.20%/yr vs 11.05%/yr for PGVFX. Their correlation of 0.83 means they have usually moved in the same direction. TEMGX charges 1.31%/yr vs 0.99%/yr for PGVFX.
Performance
TEMGX vs. PGVFX - Performance Comparison
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Returns By Period
In the year-to-date period, TEMGX achieves a 10.11% return, which is significantly lower than PGVFX's 20.95% return. Over the past 10 years, TEMGX has underperformed PGVFX with an annualized return of 6.20%, while PGVFX has yielded a comparatively higher 11.05% annualized return.
TEMGX
- 1D
- 1.55%
- 1M
- -2.43%
- 6M
- 4.18%
- YTD
- 10.11%
- 1Y
- 14.87%
- 3Y*
- 7.36%
- 5Y*
- 0.87%
- 10Y*
- 6.20%
- ALL TIME*
- 6.86%
PGVFX
- 1D
- 0.38%
- 1M
- 0.65%
- 6M
- 13.01%
- YTD
- 20.95%
- 1Y
- 39.07%
- 3Y*
- 19.16%
- 5Y*
- 10.74%
- 10Y*
- 11.05%
- ALL TIME*
- 8.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TEMGX vs. PGVFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMGX Templeton Global Smaller Companies Fund | 10.11% | 5.43% | 3.42% | 16.62% | -24.00% | 15.06% | 13.23% | 24.50% | -18.10% | 24.94% |
PGVFX Polaris Global Value Fund | 20.95% | 27.01% | 5.33% | 14.76% | -12.00% | 15.38% | 6.65% | 22.83% | -12.64% | 20.60% |
Correlation
The correlation between TEMGX and PGVFX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since May 29, 1998 | 0.83 |
The correlation between TEMGX and PGVFX shifts across timeframes, from 0.66 (1 year) to 0.85 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
TEMGX vs. PGVFX — Risk / Return Rank
TEMGX
PGVFX
TEMGX vs. PGVFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Global Smaller Companies Fund (TEMGX) and Polaris Global Value Fund (PGVFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TEMGX | PGVFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.10 | ||
| Sortino ratioReturn per unit of downside risk | -2.79 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.55 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | 1.03 | 4.21 | -3.18 |
| Martin ratioReturn relative to average drawdown | 3.38 | 15.79 | -12.40 |
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Drawdowns
TEMGX vs. PGVFX - Drawdown Comparison
The maximum TEMGX drawdown since its inception was -68.70%, roughly equal to the maximum PGVFX drawdown of -68.09%. Use the drawdown chart below to compare losses from any high point for TEMGX and PGVFX.
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Drawdown Indicators
| TEMGX | PGVFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.70% | -68.09% | -0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -8.76% | -3.95% |
Max Drawdown (3Y)Largest decline over 3 years | -22.84% | -12.53% | -10.31% |
Max Drawdown (5Y)Largest decline over 5 years | -36.20% | -27.58% | -8.62% |
Max Drawdown (10Y)Largest decline over 10 years | -41.61% | -41.26% | -0.35% |
Current DrawdownCurrent decline from peak | -2.88% | -0.86% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -11.90% | -11.24% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 2.34% | +1.54% |
Volatility
TEMGX vs. PGVFX - Volatility Comparison
Templeton Global Smaller Companies Fund (TEMGX) has a higher volatility of 3.98% compared to Polaris Global Value Fund (PGVFX) at 3.42%. This indicates that TEMGX's price experiences larger fluctuations and is considered to be riskier than PGVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEMGX | PGVFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.42% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 10.71% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 12.46% | +2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 13.84% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.21% | 15.63% | +1.58% |
TEMGX vs. PGVFX - Expense Ratio Comparison
TEMGX has a 1.31% expense ratio, which is higher than PGVFX's 0.99% expense ratio.
Dividends
TEMGX vs. PGVFX - Dividend Comparison
TEMGX's dividend yield for the trailing twelve months is around 4.26%, which matches PGVFX's 4.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGVFX Polaris Global Value Fund | 4.28% | 5.17% | 5.65% | 1.68% | 3.55% | 4.05% | 1.55% | 3.69% | 3.39% | 1.50% | 1.32% | 1.26% |
TEMGX Templeton Global Smaller Companies Fund | 4.26% | 4.69% | 2.98% | 1.09% | 3.14% | 10.66% | 2.58% | 2.16% | 9.12% | 3.65% | 0.33% | 0.21% |
Frequently Asked Questions
TEMGX and PGVFX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TEMGX has higher volatility (3.98%) compared to PGVFX (3.42%). In terms of maximum drawdown, TEMGX dropped -68.70% vs PGVFX's -68.09%.
PGVFX currently has the higher Sharpe Ratio (2.97 vs 0.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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